Recent Topics
OAuth Error - {"error":"invalid_code"}
curl -v --ipv4 -X GET \ --url 'https://accounts.zoho.com/oauth/v2/auth?response_type=code&client_id=[CLIENT_ID]&scope=AaaServer.profile.Read&redirect_uri=https://my-real-domain.com/zohocallback.xhtml&prompt=consent&access_type=offline' RESPONSE Location:
Zoho Campaigns Pop Up not scaling properly on phone browser
The pop up for the sign up for my mailing list works fine on my browser on PC, but on phone, it only shows half of the pop up. How do I fix this?
📣📣 Zoho Bookings - Feature Roadmap 2024
Hi Everyone, Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in
Cannot add Outlook Calendar to Zoho Bookings
Hello, When I try to add my Outlook Calendar to Zoho Bookings I get almost to the end, including accepting the permissions and authorising the Office 365 account then I get the error message "Something's not right on our side. Sorry about that. Please
booking link that expires
I have a suggestion that is crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it only
Bookings - How do you select more than 1 service?
Hello - I'm setting up a client with CRM and Bookings. She is a beautician that needs to have people book more than 1 service at time. Some services are add-on and she wants to collect a deposit but not the full payment. How do we allow the clients to book more than 1 service at a time? Can the system take partial payments?
Canvas: is it possible to have a fixed header?
Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!
A couple of minor enhancements to Workflows
Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"
Introducing ICR in Zoho CRM: Transform your printed text into digital data
From writing on papyrus in the ancient times to creating a humble record in your CRM, the world may have evolved with how it used to record data, but data entry as such has not been simplified. It is still a repetitive and arduous chore on which businesses
Auto-Generate & Update Asset Serial Numbers using a custom function (Assets Module)
Hello Team, I’ve been working on a script to automate one of our processes in Zoho FSM, and the core functionality has been successfully implemented. However, I’m encountering an issue related to serial number allocation, which is not working as expected.
Linking Reports and Projects to CRM Portal
Is there a way to link reports and projects to a CRM portals?
How to filter deals for anything not yet delivered
Hello I want to be able to filter my deals for anything where the Sales Order is not delivered. I'm stuck because I want to include deals with and without Sales Orders, and just exclude ones with an associated Sales Order which is stage Delivered Does
Currency fields and decimal places in CRM email templates
Hi, How do I get more than the standard 2 decimal places showing in a Currency field, on an email template? In the Layout for my Currency field, it is set to 6 decimal places. I want to show up to 6 places in the email template (unrounded). See attached
Package Dimensions
Packages need to have dimensions that are sent to carriers in addition to just the weight. Without the package dimensions being transmitted to carriers, the correct dimensional weight is not calculated for the label price, which results in corrections
Zoho One for Multiple Organisation under a Parent Company
Dear Zoho One, We are a two companies running different business (service and sales) in Malaysia, with our parent HQ in Germany, and we have multiple sister companies scattered across the region of Asia. Currently, our malaysia branch is using Zoho CRM and are in the process of upgrading our accounting system with Zoho One. However, there is one huge problem, and that is Zoho Apps does not allow us to run multiple organisations with a single subscription. This is our only deal breaker at the moment/
Track All Emails from Company Domain
For our business model, it's almost impossible to keep track of all emails sent to clients, under the way ZohoCRM currently tracks emails to customer records via the user account only. We'd like to see a way of tracking emails via domain only, separate
New in Zoho Sign: Allow recipients to review and change associated recipients
Greetings! We are happy to announce the addition of a new recipient role, Manages recipients, in our signature workflows. This role enables a recipient to review, modify, or add details for any recipients associated with them in the workflow. This ensures
Workable tutorials on Zoho RPA sorely needed - who can share?
Hi folks, I own several RPA tools and would love to switch to Zoho RPA just to keep everything in the same ecosystem. However, Zoho RPA documentation lacks examples of how to do the most basic activities where RPA is most common. In particular: 1. opening
Need head start/ideas for a new application using the portal
Hi, I am just looking for ideas, or direction, about a new app. Simply put, I have multiple vendors offering products, and multiple customers buying those products. BUT the administrator controls the product offering and prices. For example, Vendor "A"
SMTP zoho email + prestashop problem
Hi, i just created an email for my domain with an e-shop built on prestashop... however, after setting the SMTP (myemail@mydomain.com, password is correct, server is smtp.zoho.com, port 465, SSL) i still get an error message saying i should check my settings. with gmail address it works fine, but zoho has a problem.. anybody encountered this problem, or has any idea or solution? thanks a lot.
Cannot paste consistently
When authoring and editing articles in Zoho Learn, I often find that I am unable to paste content. Some days, Zoho will let me paste a few times using keyboard shortcuts (Ctrl-V), but then will randomly stop allowing this function. I have also tried
Recording stripe fees for sales w/out invoices
In my business, people make many purchases w/out an invoice using a credit card. With invoice payments, I record them as sales and deposit the $ to credit card clearing, deduct stripe fees associated on the bank fees line, and then I record the stripe
Fields from Zoho CRM not appearing in merged document
Hi, I have a custom CRM module where certain fields are looked up from "Contacts". When I then try to run a mail merge from my custom module, the date from the fields which were fetched from contacts do not appear in the document. I just see the field
Going back to older version
Hi, One of our tech did a new version of our app, but created problems that we do not have time to repair, we just want to go back to an older version for the moment. To make sure we choose the right older version, we also want to double-check the dates
Zoho Creator HTML Page
Hello Team, I have a query related to the HTML page I created in Zoho Creator. I would like to apply some filters on this page without passing them through URL parameters. Could someone please guide me on how this can be achieved? Thanks & Regards, Piyush
Remote Assist Reboot - User can't login
Last night one of our support agents was using Zoho Assist doing a remote assist session. A reboot was required. Upon rebooting the Windows 10 user says he can't login and that he is getting an invalid password error. Is this a known problem? Any thoughts? Awaiting customer to arrive at work today to attempt safe mode boot.
Move a ticket from one department to another without creating the product in both departments
Hello everyone, I am having serious problems with the products. When a customer creates a ticket in a department and selects a product by mistake and we move it to the corresponding department it automatically creates in both departments the product.
How do I setup product syncing between Desk and CRM?
How do I setup product syncing between Desk and CRM? I can see in Desk where to add products, but it doesn't show the existing products I imported into CRM. Where do I turn on the syncing? I assume there's an option somewhere similar to the option to
multiple users unable to view campaigns
I have just added two users to zoho campaigns. when they log in they don't see the details regarding the email campaigns already run. i would like all users to access this.
If a contact is deleted from Zoho CRM, will all related activities be deleted related to the contact?
I think question is clear.
Factur-X
Bonjour, J'ai découvert dans la dernière release notes de Zoho Books, l'apparition du support du format Factur-X (Export Transactions in Factur-X Format | Help | Zoho Books), mais il faut apparemment activer une nouvelle fonctionnalité de taxes. Quelqu'un
On Duty Requests using API
Currently we can only do attendance entries using API, we need to make on Duty Requests using API Use Case We are using different on premise devices to track meetings, we want to sync this data with Zoho People Currently we are manually making on duty
Zoho desk Instant messaging no notification
We are using whatsapp inside zoho desk instant messaging, however my agents are not notified if there is someone who send a message. We all miss messages because there is no indication there has been a message send. No notification badge, no notifications
need help to set up feeds to Zoho books with CRM Perks plugin
Hi there, I need help setting up feeds with the CRM Perks plugin. It is supposed to send various feeds, like orders, payments, etc., from Woocommerce to Zoho Books. I have been trying so hard but seem to be too thick to get it done :-( For months, I worked
Instagram Visiual Planner
Hello, I am loving the new updates with Zoho Social, especially the Canva integration. Is Zoho planning to offer the Instagram Visual Planner where you can preview what posts will look like on your timeline grid view before posting? There are many programs
How to distribute expenses evenly over the year?
I want to distribute cost of f.e. licences or inssurance that occour once a year over the year. How can I do this? Is this even possible?
Free webinar: Zoho Sign in Q1 2025 - A quick walkthrough
Hi, The first quarter of 2025 has flown by, and the Zoho Sign team has been hard at work releasing enterprise-grade features to enhance overall collaboration. Join us for our upcoming webinar, where we'll discuss what's new and what's to come. What will
How do I make a recurring subtask?
I have a user that has a monthly task with several subtasks. I can set the main task to monthly recurrence but I've been unable deter how to get the subtasks to transfer with the recurring task. Should I setup tasks with dependency instead?
Workflow Failure - Notifications
Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.
Introducing Linkthread by Zoho Social — our new link in bio tool
Hey everyone, We hope you're all doing amazing. We always love bringing features and tools to make your social media marketing journey easier, and today, we've got a brand new tool that we'd like to introduce to you. We know how important it is to make
Next Page